See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 · EIN 43-1451524 | Investment Management | $37,495 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $19,704 |
WATKINS ROSS3 years Filed as: WATKINS, ROSS & CO. Service code 13 · EIN 38-1477362 | Contract Administrator | $6,477 |
Filed as: FIDELITY INV. INST. OPS., CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $995 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $60 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,359 | $69,763+96.9% | $67,502+103.5% | $74,495+84.4% |
| Participation rate | 67.9% | 71.4%-3.5pp | 72.9%-5.0pp | 67.2%+0.7pp |
| Annual return | 13.84% | -40.34%+54.2pp | 3512.12%-3498.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $4,406 | $2,704+63.0% | $2,731+61.3% | $2,623+68.0% |
| Participant deferral / active EE | $3,723 | $3,636+2.4% | $4,000-6.9% | $4,346-14.3% |
| Admin fee / account holder | $319 | $896-64.3% | $3,998-92.0% | $1,942-83.5% |